You have your lead lifecycle set up, your scoring set up, and the MQLs are flowing in. Now it’s time to pull reports in Salesforce to see how you are doing against your targets. Maybe you don’t know where to start, what reports to pull or what extra data points you need. In this post, I’ll share some example MQL reports and some tips and tricks for creating reports in Salesforce.Getting your data readyTo pull…
One of my favourite Lightning features is customizing the campaign page using the Lightning App Builder. The drag-and-drop App Builder allows you to add tabs, reports and instructions to your page. While there are many different ways to customize your campaign page, here are four changes that are easy to implement that will delight your marketing team.How to customize your campaign pageTo customize your campaign page, navigate to one of your Salesforce campaigns, click on…
Want to know how many accounts or companies attended an event, webinar or interacted with a marketing campaign? This metric can be difficult for marketers to pull in Salesforce because reports by default will show the number of leads, contacts or campaign members within a report. One solution is to use the “Power of One” hack, which involves creating a custom field for accounts. The other easier solution is to use the “show unique count”…
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader. Now, thanks to one of the Summer ’20 updates, you can easily automate this process using only Salesforce Flow. In this post, I’ll show you how to use Salesforce Flow to create campaign member statuses automatically based on campaign type.
Bulk creating campaigns in Salesforce is a great way to plan your marketing initiatives for the month or the quarter. You can upload your campaign targets as custom fields, set your estimated pipeline, and create Salesforce reports for visibility into your marketing campaigns. Uploading campaigns in Salesforce can be done using Salesforce Data loader. All you need to do is prep your CSV file and upload it into Salesforce.
